Which companies discussed Physical AI in Consumer Discretionary in earnings calls?
314 companies mentioned physical ai across 549 earnings calls in Consumer Discretionary over the past year, spanning 1 sectors. The most active were Rivian Automotive, Inc. (8 calls), ZOZO, Inc. (6 calls), DoorDash, Inc. (6 calls). The table below ranks every company by how often the theme came up, with direct links to each transcript.
Mentions over time
Data table
| Quarter | Calls mentioning Physical AI |
|---|---|
| 2024Q4 | 44 |
| 2025Q1 | 78 |
| 2025Q2 | 70 |
| 2025Q3 | 77 |
| 2025Q4 | 123 |
| 2026Q1 | 140 |
| 2026Q2 | 140 |
| 2026Q3 | 137 |
| 2026Q4 | 31 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Rivian Automotive, Inc. | RIVN | Consumer Discretionary | 8 | Sep 29, 2026 |
| ZOZO, Inc. | 3092 | Consumer Discretionary | 6 | Oct 29, 2026 |
| DoorDash, Inc. | DASH | Consumer Discretionary | 6 | Oct 29, 2026 |
| Wayfair Inc. | W | Consumer Discretionary | 6 | Sep 9, 2026 |
| Revolve Group, Inc. | RVLV | Consumer Discretionary | 6 | Aug 4, 2026 |
| Brunswick Corporation | BC | Consumer Discretionary | 5 | Oct 29, 2026 |
| Mobileye Global Inc. | MBLY | Consumer Discretionary | 5 | Oct 29, 2026 |
| Carvana Co. | CVNA | Consumer Discretionary | 5 | Oct 28, 2026 |
| Macy's, Inc. | M | Consumer Discretionary | 5 | Sep 15, 2026 |
| Amazon.com, Inc. | AMZN | Consumer Discretionary | 4 | Oct 29, 2026 |
| LG Electronics Inc. | A066570 | Consumer Discretionary | 4 | Oct 28, 2026 |
| Faraday Future Intelligent Electric Inc. | FFAI | Consumer Discretionary | 4 | Sep 29, 2026 |
| On Holding AG | ONON | Consumer Discretionary | 4 | Sep 22, 2026 |
| Kendrion N.V. | KENDR | Consumer Discretionary | 4 | Sep 17, 2026 |
| Allegro.eu S.A. | ALE | Consumer Discretionary | 4 | Sep 17, 2026 |
| Lowe's Companies, Inc. | LOW | Consumer Discretionary | 4 | Sep 15, 2026 |
| Tilly's, Inc. | TLYS | Consumer Discretionary | 4 | Sep 2, 2026 |
| Meituan | 3690 | Consumer Discretionary | 4 | Aug 28, 2026 |
| Best Buy Co., Inc. | BBY | Consumer Discretionary | 4 | Aug 27, 2026 |
| XPeng Inc. | XPEV | Consumer Discretionary | 4 | Aug 24, 2026 |
| Alibaba Group Holding Limited | BABA | Consumer Discretionary | 4 | Aug 20, 2026 |
| Hesai Group | HSAI | Consumer Discretionary | 4 | Aug 18, 2026 |
| WeRide Inc. | WRD | Consumer Discretionary | 4 | Aug 12, 2026 |
| Kodiak AI, Inc. | KDK | Consumer Discretionary | 4 | Aug 6, 2026 |
| Planet Fitness, Inc. | PLNT | Consumer Discretionary | 4 | Aug 6, 2026 |
| Serve Robotics Inc. | SERV | Consumer Discretionary | 4 | Aug 6, 2026 |
| Pearson plc | PSON | Consumer Discretionary | 4 | Jul 31, 2026 |
| Halfords Group plc | HFD | Consumer Discretionary | 4 | Jun 25, 2026 |
| Peloton Interactive, Inc. | PTON | Consumer Discretionary | 4 | Jun 8, 2026 |
| Grupo Casas Bahia S.A. | BHIA3 | Consumer Discretionary | 4 | May 14, 2026 |
| Lojas Renner S.A. | LREN3 | Consumer Discretionary | 4 | May 8, 2026 |
| Wesfarmers Limited | WES | Consumer Discretionary | 3 | Oct 29, 2026 |
| CarParts.com, Inc. | PRTS | Consumer Discretionary | 3 | Oct 29, 2026 |
| CarTrade Tech Limited | CARTRADE | Consumer Discretionary | 3 | Oct 28, 2026 |
| Hilton Worldwide Holdings Inc. | HLT | Consumer Discretionary | 3 | Oct 27, 2026 |
| SEB SA | SK | Consumer Discretionary | 3 | Oct 22, 2026 |
| CarMax, Inc. | KMX | Consumer Discretionary | 3 | Sep 29, 2026 |
| Ford Motor Company | F | Consumer Discretionary | 3 | Sep 17, 2026 |
| Volvo Car AB (publ.) | VOLCARB | Consumer Discretionary | 3 | Sep 17, 2026 |
| Five Below, Inc. | FIVE | Consumer Discretionary | 3 | Sep 15, 2026 |
| Chewy, Inc. | CHWY | Consumer Discretionary | 3 | Sep 14, 2026 |
| Alliance Entertainment Holding Corporation | AENT | Consumer Discretionary | 3 | Sep 10, 2026 |
| Cricut, Inc. | CRCT | Consumer Discretionary | 3 | Sep 10, 2026 |
| Navan, Inc. | NAVN | Consumer Discretionary | 3 | Sep 10, 2026 |
| Avante Corp. | XX | Consumer Discretionary | 3 | Aug 31, 2026 |
| Li Auto Inc. | LI | Consumer Discretionary | 3 | Aug 26, 2026 |
| Matas A/S | MATAS | Consumer Discretionary | 3 | Aug 12, 2026 |
| Jumia Technologies AG | JMIA | Consumer Discretionary | 3 | Aug 12, 2026 |
| Global-E Online Ltd. | GLBE | Consumer Discretionary | 3 | Aug 12, 2026 |
| ECARX Holdings Inc. | ECX | Consumer Discretionary | 3 | Aug 11, 2026 |
Representative quotes
…like CarParts+ Rewards. And the second side is the physical layer, the supply chain, the distribution network, the fulfillment infrastructure and the last-mile capability we're actively building. This is where the durable competitive advantage lives. AI is transforming digital commerce. but it cannot build or operate…
…opportunity remains extraordinary. With our continued pace of innovation, new core and AI functionality, enterprises wanting to run their core and AI workloads in AWS and the amount of capacity that we're adding each year. We believe that AWS can grow north of 40% in each…
…about the physical footprint consolidation, but that is a precursor to digital operations consolidation as well. So you'll see a big emphasis in that area that can yield efficiency and I know it's kind of incumbent on everybody to say something about AI in a call…
…build anything in particular. What we need to do is we need to become more efficient in learning how to operate the AI tools that are available. They will enhance themselves every 6 months as everybody is observing. So you just have to stay…
Frequently asked questions
What is Physical AI and why are companies discussing it?
AI that perceives and acts in the real world — robotics, autonomous vehicles, embodied agents.
Which company mentioned physical ai most in Consumer Discretionary in the past year?
Rivian Automotive, Inc. (RIVN) led with 8 calls referencing physical ai, most recently on September 29, 2026.
How can I track physical ai mentions across earnings calls via API?
The EarningsCalls.dev REST API exposes the same data behind this page. Use the search_transcripts and count_mentions_by_ticker endpoints to query our archive of 33,000+ earnings call transcripts — keyword search, sector / date filters, per-company mention counts, and the underlying full transcripts. See the API docs →
Related technology themes
Last updated: October 30, 2026. Methodology: full-text search across all earnings call transcripts in our corpus over the past 12 months, matching the canonical term and its aliases (physical AI, physical ai). Mentions are per call, not per occurrence within a call; the company-rank table is built by counting distinct calls mentioning the theme. Page refreshes every hour at the edge as new calls land in our archive.